Inside Intel book is reviewed in this week's Businees Week. Also,
most of what Bob said about various companies were came mostly from this week's Barrons. Sometimes, he mentioned Barrons and some other times he did not mention it. Merck, Intel (under $1000 in Barrons), AMD, LSI, etc. all covered in Barrons, 10/20/97. Also, IBD paper covered Compaq and under $1000 PC in 10/17/97 or 10/20/97 issue.
Fundamentally, UTEK is expensive (41 P/E). Bob told a caller that
it's a special situation and so I guess 41 P/E is OK. I'm afraid to get in. If market tanks, my understanding is that high P/E stocks get killed first. So, watch out if Market Psychology changes on dime.
Bob also called AMAT a hold. That influenced me not to touch
AMAT this week. Was planning to take a loss from ASND and hoped
AMAT might save my skin. Guees, wait more and endure ASND pain, inherited through CSCC merger.
If ever Bob calls gift horse buying opportunity, I'm going to act on it. I was stupid enough to miss it before. |
